Licensing

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, TX, VA, WA, WI

Walter R. May, III, California Insurance Lic. #0C51814

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CT, FL, GA, IA, IL, IN, MA, ME, MI, MN, NH, NJ, NV, NY, OH, PA, RI, TX, VA, WA

CRN202102-244092